Unclaimed
Lena Lee has been a registered representative since 2001. She is currently registered with PFS Investments Inc. and is a Series 6 and Series 26 licensed principal. Lena Lee's background also includes experience with ING Financial Partners, Inc. and C C F Investments, Inc. Lena Lee has a broad range of experience in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
GA
01/10/2012 - Present
PFS Investments Inc. (MCDONOUGH GA)
GA
01/28/2011 - 12/31/2011
PFS INVESTMENTS INC. (MACON GA)
GA
04/17/2008 - 01/20/2009
C C F INVESTMENTS, INC. (GREENSBORO GA)
GA
12/20/2006 - 12/05/2007
ING FINANCIAL PARTNERS, INC. (STONE MOUNTAIN GA)
GA
02/09/2005 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
GA
05/01/2001 - 01/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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